From Planipedia
Jump to: navigation, search

Planit.gif Learn by Watching!

PlanPlus Planit.jpg
There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
How can I include my Islamic client's goal to complete haj in his/her plan?
• Detailed objective data entry

Keep on Track! Continue training on...
Goals & Objectives Screen Islamic Planning

Other Related Topics
Introduction to the Goals and Objectives Screen Ranking Objectives Funded From
Add Objective Waqf

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

Planit.gif Learn by Reading!

Nidal Dhakir and Rasha Nadhir want to complete their compulsory Islamic pilgrimage – Haj – at age 45. They expect the trip will cost RM 30,000 in today’s dollars.

Solution using Detailed Objectives:

Use the drop menu to continue to the Objectives screen.

  1. Add a new objective by clicking on the Add button above the existing entries.
  2. In the Description field, enter an appropriate name
  3. In the drop-down menu beside Need For, choose Joint.
  4. In the Amount Per Year field simply enter the cost of the trip, which is $30,000.
  5. The From Year and To Year will both be the year they are age 45.
  6. The Index Rate can be set to the same inflation assumption that is shown on the Personal Information screen.
  7. The Need on Death field can be changed to 50%, since if either die, the other would still go.
  8. The Need on Disability would also be 100%.
  9. Select Defer with Retirement under the drop-down list beside Model As, since they will delay the start and end date of the goal until they retire.
  10. Click Save to return to the summary Objectives screen.